
CorePath Wealth Partners Scottsdale
CorePath Wealth Partners is an independent financial advisory firm based in Scottsdale, Arizona, with additional offices in Denver, Colorado, and Salem, Oregon. Established in 2019, the firm offers a comprehensive range of services, including wealth planning, investment management, risk solutions, tax and accounting, and small business services.
Their approach emphasizes a fiduciary standard, ensuring that client interests are prioritized. CorePath Wealth Partners serves a diverse clientele, managing approximately $348 million in assets across nearly 2,000 accounts, with a significant portion allocated to high-net-worth individuals. The firm is committed to delivering personalized financial strategies that align with clients’ values and goals, fostering long-term relationships built on trust and expertise.